BP’s IDEX IEX Stock Holding History

BP’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,732	Closed	-$381K	–	255
2021 Q2	$381K	Sell	1,732 -929	-35%	-$205K	0.02%	480
2021 Q1	$557K	Sell	2,661 -697	-21%	-$138K	0.02%	445
2020 Q4	$669K	Sell	3,358 -3,742	-53%	-$711K	0.02%	441
2020 Q3	$1.29M	Sell	7,100 -600	-8%	-$104K	0.03%	378
2020 Q2	$1.22M	Buy	+7,700	New	+$1.18M	0.04%	388

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BP's IEX Position: Q3 2021 in Review

BP sold out of IDEX (IEX) in Q3 2021, closing a stake of 1,732 shares — an estimated $381K sold.

BP first reported a position in IEX in Q2 2020 and held it in 5 quarters. The position peaked at $1.29M in Q3 2020. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

BP reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
BP sold 1,732 IDEX shares in Q3 2021, an estimated $381K.
BP first reported a position in IDEX in Q2 2020 and held it in 5 quarters.
BP's IDEX position peaked at $1.29M in Q3 2020.
543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.